Purchases and Sales Made in Q2 2025 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 2025. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 08, 2025 Q2 2025
Truepoint, Inc.

BUY
 -
753
+ 30.45%
$158K - $218K
3.23K $997K
Aug 01, 2025 Q2 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
752
+ 18.15%
$158K - $218K
4.9K $1.51M
Jul 10, 2025 Q2 2025
Moody National Bank Trust Division

BUY
 -
750
+ 2.33%
$158K - $217K
33K $10.2M
Aug 11, 2025 Q2 2025
Clark Estates Inc

New York, NY
BUY
 -
750
New
$158K - $217K
750 $232K
Jul 07, 2025 Q2 2025
Trust CO Of Oklahoma

BUY
 -
749
+ 31.35%
$157K - $217K
3.14K $969K
Aug 06, 2025 Q2 2025
Bensler, LLC

Bellevue, WA
BUY
 -
748
+ 37.33%
$157K - $217K
2.75K $850K
Jul 28, 2025 Q2 2025
Duncker Streett & CO Inc

BUY
 -
744
+ 1.65%
$156K - $216K
45.7K $14.1M
Jul 09, 2025 Q2 2025
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
743
New
$156K - $215K
743 $230K
Jul 18, 2025 Q2 2025
Parkwoods Wealth Partners, LLC

Syracuse, NY
BUY
 -
743
+ 66.94%
$156K - $215K
1.85K $572K
Aug 13, 2025 Q2 2025
Avos Capital Management, LLC

Seattle, WA
BUY
 -
743
New
$156K - $215K
743 $230K
Jul 25, 2025 Q2 2025
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
741
New
$156K - $215K
741 $229K
Jul 22, 2025 Q2 2025
Blue Square Asset Management, LLC

New York, NY
BUY
 -
737
+ 6.3%
$155K - $214K
12.4K $3.84M
Aug 05, 2025 Q2 2025
Tme Financial, Inc.

Huntington Beach, CA
BUY
 -
737
New
$155K - $214K
737 $228K
Jul 08, 2025 Q2 2025
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
735
+ 3.89%
$155K - $213K
19.6K $6.06M
Aug 06, 2025 Q2 2025
Horan Securities, Inc.

BUY
 -
735
+ 15.21%
$155K - $213K
5.57K $1.72M
Jul 22, 2025 Q2 2025
Unique Wealth, LLC

Tampa, FL
BUY
 -
733
New
$154K - $213K
733 $226K
Jul 25, 2025 Q2 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
733
+ 0.8%
$154K - $213K
92.2K $28.5M
Aug 13, 2025 Q2 2025
Crestmont Private Wealth LLC

BUY
 -
732
New
$154K - $212K
732 $226K
Jul 08, 2025 Q2 2025
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
731
+ 0.93%
$154K - $212K
79.5K $24.5M
Jul 23, 2025 Q2 2025
Opulen Financial Group LLC

Arlington, VA
BUY
 -
730
New
$154K - $212K
730 $225K
Aug 06, 2025 Q2 2025
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
729
+ 12.73%
$153K - $211K
6.45K $1.99M
Jul 16, 2025 Q2 2025
Luminvest Wealth Management LLC

Scottsdale, AZ
BUY
 -
728
New
$153K - $211K
728 $225K
Jul 15, 2025 Q2 2025
Rvw Wealth, LLC

BUY
 -
727
+ 18.23%
$153K - $211K
4.72K $1.46M
Jul 29, 2025 Q2 2025
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
726
New
$153K - $210K
726 $224K
Aug 12, 2025 Q2 2025
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
726
+ 14.79%
$153K - $210K
5.63K $1.74M
Jul 16, 2025 Q2 2025
Randolph CO Inc

Cincinnati, OH
BUY
 -
725
+ 0.43%
$152K - $210K
171K $52.9M
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
724
+ 19.21%
$152K - $210K
4.49K $1.39M
Aug 04, 2025 Q2 2025
Redw Wealth LLC

BUY
 -
723
New
$152K - $210K
723 $223K
Jul 21, 2025 Q2 2025
Gray Private Wealth, LLC

Canton, MA
BUY
 -
721
New
$152K - $209K
721 $223K
Jul 23, 2025 Q2 2025
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
719
+ 8.59%
$151K - $208K
9.09K $2.81M
Jul 28, 2025 Q2 2025
Sage Advisors, LLC

Boulder, CO
BUY
 -
719
New
$151K - $208K
719 $222K
Aug 08, 2025 Q2 2025
Wealth Alliance

Mellville, NY
BUY
 -
719
+ 4.27%
$151K - $208K
17.6K $5.42M
Aug 14, 2025 Q2 2025
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
718
+ 33.35%
$151K - $208K
2.87K $887K
Jul 25, 2025 Q2 2025
Means Investment Co., Inc.

BUY
 -
717
+ 1.13%
$151K - $208K
64K $19.8M
Jul 28, 2025 Q2 2025
Semitam Bonam LLC

Goshen, NY
BUY
 -
717
New
$151K - $208K
717 $221K
Jul 09, 2025 Q2 2025
Renaissance Investment Group LLC

BUY
 -
716
New
$151K - $208K
716 $221K
Aug 18, 2025 Q2 2025
N.E.W. Advisory Services LLC

BUY
 -
716
+ 8.39%
$151K - $208K
9.26K $2.86M
Jul 30, 2025 Q2 2025
Mason & Associates, LLC

Newport News, VA
BUY
 -
715
New
$150K - $207K
715 $221K
Jul 29, 2025 Q2 2025
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
714
New
$150K - $207K
714 $221K
Aug 27, 2025 Q2 2025
Seneca Financial Advisors LLC

Rochester, NY
BUY
 -
713
New
$150K - $207K
713 $220K
Aug 05, 2025 Q2 2025
Dunhill Financial, LLC

London, X0
BUY
 -
708
+ 113.46%
$149K - $205K
1.33K $411K
Jul 17, 2025 Q2 2025
Cornerstone Wealth Advisors, Inc.

BUY
 -
707
New
$149K - $205K
707 $218K
Aug 14, 2025 Q2 2025
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
706
+ 15.22%
$148K - $205K
5.34K $1.65M
Jul 28, 2025 Q2 2025
Pettinga Financial Advisors, LLC

BUY
 -
703
New
$148K - $204K
703 $217K
Aug 11, 2025 Q2 2025
Traub Capital Management LLC

Needham, MA
BUY
 -
703
New
$148K - $204K
703 $217K
Jul 16, 2025 Q2 2025
Michels Family Financial, LLC

Fort Worth, TX
BUY
 -
700
New
$147K - $203K
700 $216K
Jul 28, 2025 Q2 2025
Naviter Wealth, LLC

BUY
 -
700
+ 2.39%
$147K - $203K
30K $9.25M
Jul 31, 2025 Q2 2025
Forte Asset Management LLC

BUY
 -
700
New
$147K - $203K
700 $216K
Aug 18, 2025 Q2 2025
V2 Financial Group LLC

Naperville, IL
BUY
 -
700
New
$147K - $203K
700 $216K

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